ABOUT BUSINESSES TEAM
GenXFinancial Innovative Financial Group MyRemoteFA SellMyFinancialPractice
 

GenXFinancial

GenXFinancial was founded with the premise that everyone, regardless of age, race, gender, or investable assets needs access to real financial planning and advice, and the best way to provide that advice is through an independent financial advisor.

Financial advisors who adhere to fiduciary principles, always act in the best interest of their clients, combining personalized advice with technology, to help guide clients along “their financial journey on their terms”, and in doing so build long lasting businesses

 
 

 The Team

We believe core values matter and ours are very simple:

Work Hard • Have Fun • Support Others • Operate with Integrity

 

Our decades of experience have taught us the best way to take care of our clients is to continually innovate and adapt the ways we can best serve them. 

Our team was assembled with the mission of helping independent financial advisors serve their clients more effectively and run their business more profitably and efficiently.  Each team member brings a specific background combined with extensive industry experience to help you, the financial advisor, build the business of your dreams.

 
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